Profilo
Ms. Elizabeth R.
Cody is a Senior Wealth Manager & Shareholder at Mondrian Investment Partners Ltd. She brings over 30 years experience helping high net worth individuals and families navigate the complexities of life and pursue their own passions to her work at Sand Hill.
She has worked with a wide range of clients, from multi-generational families to C-level executives on everything from educational investment to estate planning.
She received her BA in Economics and French from Bucknell University.
Posizioni attive di Liz Cody
| Società | Posizione | Inizio |
|---|---|---|
Sand Hill Global Advisors LLC
Sand Hill Global Advisors LLC Investment ManagersFinance SHGA manages a number of investment strategies across the risk-reward spectrum spanning from pure capital preservation to pure growth. Their approach involves a thoughtful, long-term view based on fundamental research. The firm’s team of portfolio managers take a disciplined, customized approach to constructing portfolios and optimizing them over time. SHGA’s core philosophic beliefs are predicated on the well-established concept that asset allocation is the primary driver of long-term returns. The firm has a broad mandate to invest around the globe and across asset classes. Their approach is a combination of top-down and bottom-up analysis. | Gestore di Portafoglio-Azioni | 01/12/2016 |
Formazione di Liz Cody
Esperienze
Posizioni ricoperte
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Inattive
Società nel listino
Aziende private
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Relazioni di 1° grado
Aziende connesse in 1º grado
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Società collegate
| Aziende private | 2 |
|---|---|
Sand Hill Global Advisors LLC
Sand Hill Global Advisors LLC Investment ManagersFinance SHGA manages a number of investment strategies across the risk-reward spectrum spanning from pure capital preservation to pure growth. Their approach involves a thoughtful, long-term view based on fundamental research. The firm’s team of portfolio managers take a disciplined, customized approach to constructing portfolios and optimizing them over time. SHGA’s core philosophic beliefs are predicated on the well-established concept that asset allocation is the primary driver of long-term returns. The firm has a broad mandate to invest around the globe and across asset classes. Their approach is a combination of top-down and bottom-up analysis. | Finance |
Bucknell University
Bucknell University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















